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Portfolio (Quarterly) Guide ↗

ST GERMAIN D J CO INC

· CIK 0000831571
13F Portfolio $2.8B AUM 914 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 116 New 173 Added 252 Reduced 120 Exited
Page 6 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTVA CORTEVA INC COM Basic Materials 6,875.0 $582K 0.02% -573.0 -7.7% $84.69 -2.1%
102 NKE NIKE INC CL B Consumer Cyclical 14,159.0 $581K 0.02% -2K -10.5% $41.05 -6.0%
103 IUSG ISHARES CORE S&P U.S. GROWTH ETF 3,055.0 $575K 0.02% -332.0 -9.8% $188.09 +0.8%
104 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,001.0 $547K 0.02% -288.0 -6.7% $136.81 -9.8%
105 TSLA TESLA INC COM Consumer Cyclical 1,189.0 $500K 0.02% -810.0 -40.5% $420.60 -17.8%
106 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,940.0 $499K 0.02% -316.0 -7.4% $126.57 -3.7%
107 CARR CARRIER GLOBAL CORPORATION COM Industrials 6,499.0 $477K 0.02% -504.0 -7.2% $73.35 -19.9%
108 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,209.0 $468K 0.02% -126.0 -9.4% $386.73 +4.1%
109 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,387.0 $432K 0.02% -334.0 -12.3% $180.91 +7.3%
110 ENTERGY CORP NEW COM 3,677.0 $422K 0.01% -900.0 -19.7% $114.86
111 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4,948.0 $410K 0.01% -597.0 -10.8% $82.84 -1.2%
112 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 7,650.0 $406K 0.01% -53.0 -0.7% $53.11 +17.5%
113 SLF SUN LIFE FINANCIAL INC. COM Financial Services 5,097.0 $400K 0.01% -650.0 -11.3% $78.42 +0.8%
114 VHT VANGUARD HEALTH CARE ETF 1,331.0 $398K 0.01% -115.0 -8.0% $299.01 +9.1%
115 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 2,937.0 $389K 0.01% -110.0 -3.6% $132.52 +5.5%
116 APH AMPHENOL CORP CL A Technology 2,173.0 $383K 0.01% -183.0 -7.8% $176.32 -8.5%
117 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 6,724.0 $376K 0.01% -110.0 -1.6% $55.93 -0.5%
118 CLX CLOROX CO DEL COM Consumer Defensive 3,905.0 $373K 0.01% -25.0 -0.6% $95.44 +9.2%
119 BAC BANK OF AMER CORP COM Financial Services 6,426.0 $366K 0.01% -1K -13.5% $56.98 +9.2%
120 WNEB WESTERN NEW ENG BANCORP INC COM Financial Services 25,353.0 $363K 0.01% -1K -4.6% $14.30 -3.4%
Page 6 of 13  ·  252 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Financial Services 17.2%
Communication Services 15.0%
Healthcare 12.1%
Consumer Cyclical 8.3%
Consumer Defensive 7.2%
Industrials 6.1%
Utilities 2.9%
Energy 2.9%
Basic Materials 0.3%